Clients & contacts
Customer organizations, contacts, service locations, and the relationships your team relies on.
Your next platform starts with understanding the one you use today. Plan the data, workflows, and team preparation that will make your move meaningful.
A planned move, shaped around your data and priorities.
Illustrative migration approachBring your priorities to the conversation. We assess each category against your exports, data quality, and the MigiHub workflows you want to use.
Customer organizations, contacts, service locations, and the relationships your team relies on.
Employee and freelancer profiles, languages, qualification references, and relevant team information.
Priority bookings, appointment information, service requirements, and scheduling records selected for the move.
Agreed rate information, billing references, and selected financial records, with reconciliation requirements defined first.
Useful documents and historical records, based on available exports, retention needs, and the agreed scope.
Assignment priorities, approvals, roles, and reports to configure or rebuild around your operating model.
The final migration scope is confirmed after reviewing the source data and export options. Configuration and custom work are scoped separately from record transfer.
A shared migration plan connects your data, your team, and the work that depends on both.
Tell us about your setupReview your current tools, export options, data volumes, integrations, and critical business dates.
A shared scope and a list of open questions.Choose what moves, map fields and relationships, and identify duplicates or information that needs cleanup.
A migration mapping and preparation checklist.Use a representative sample to review record counts, relationships, and the workflows your team needs to perform.
A trial reviewed with your operational owners.Configure agreed roles and workflows, walk through key tasks, and plan how new or changed records will be handled.
A team prepared for the agreed rollout.Agree the cutover window, retain source exports, verify the transferred scope, and define follow-up and fallback steps.
A documented handover and next steps.Discuss the approach that fits your operating priorities, retention needs, and source systems.
Focus on priority clients, people, and future bookings. Decide which history can remain accessible in a retained source or archive while the team adopts MigiHub.
A focused scope to assess first.Assess selected history, documents, additional workflows, and integrations in stages. Give each phase its own mapping, validation, and handover criteria.
A phased scope for a wider change.Explore how an anonymized video interpretation provider brought VRS operations into a broader platform.
You can start with a description of your setup. Actual records and exports can be reviewed later through an agreed transfer method.
Start by telling us which tools you use and what you want to bring into MigiHub. We review available exports or authorized access options before confirming the transfer approach. The source format and target workflow determine the approach.
We assess history separately from active records. Export quality, relationships, file formats, retention needs, and the target workflow determine what is practical to transfer. Some history may remain in a retained archive or source system.
Timing and costs depend on the source system, record volumes, cleanup, integrations, configuration, and training. The scope, responsibilities, commercial terms, and schedule are agreed after review.
The transition is planned around your operating needs. We discuss a pilot, the handling of bookings or changes made during the move, the cutover window, and fallback steps. Any downtime expectations are agreed before the move.
Describe the rules, approvals, reports, and integrations that matter. We distinguish data transfer from configuration, integration, or custom development, and agree what is included in the project.
Use this form to describe your setup and priorities. We will agree a suitable transfer method and access arrangements before reviewing actual records or export files.
Tell us what you use today and what you want to bring into MigiHub. Start with your priorities; the technical scope comes after review.